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Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	Natixis Paris, France	$1.55M	+$1.5M	1	0.02%	New
402	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.55M	-$853K	1	0.09%	Reduced
403	Ronald Blue & Co Roswell, Georgia	$1.55M	+$125K	2	0.1%	Increased
404	APCM Arbiter Partners Capital Management New York	$1.54M	-$4.7M	1	0.15%	Reduced
405	Group One Trading Chicago, Illinois	$1.51M	+$906K	5	0.02%	Increased
406	PM Platinum Management New York	$1.5M	-$4.76M	1	0.21%	Reduced
407	LCM Leonard Capital Management Vero Beach, Florida	$1.49M	$0	1	0.5%	Maintained
408	Scotia Capital Toronto, Ontario, Canada	$1.46M	+$1.12M	3	0.03%	Increased
409	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.45M	+$565K	1	0.31%	Increased
410	PM Penbrook Management New York	$1.39M	+$6.85K	1	1.22%	Increased
411	AGA Altrinsic Global Advisors Stamford, Connecticut	$1.36M	-$302K	1	0.02%	Reduced
412	HHC Hutchin Hill Capital New York	$1.34M	-$1.44M	1	0.06%	Reduced
413	Nuveen Charlotte, North Carolina	$1.34M	$0	2	0.01%	Maintained
414	MC Menta Capital San Francisco, California	$1.33M	+$1.27M	2	0.25%	New
415	ProShare Advisors Bethesda, Maryland	$1.3M	-$1.06M	3	0.02%	Reduced
416	Van Berkom & Associates Montreal, Quebec, Canada	$1.3M	-$306K	1	0.07%	Reduced
417	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.27M	-$132K	1	0.54%	Reduced
418	AIA AGF Investments America Toronto, Ontario, Canada	$1.26M	-$128K	1	0.49%	Reduced
419	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.26M	+$32.1K	1	0.05%	Increased
420	Commerce Bank Kansas City, Missouri	$1.25M	+$215K	2	0.02%	Increased
421	Spot Trading Chicago, Illinois	$1.25M	-$4.3M	4	0.01%	Reduced
422	BOK Financial Tulsa, Oklahoma	$1.22M	+$518K	2	0.04%	Increased
423	GA Geneva Advisors Chicago, Illinois	$1.21M	+$784K	1	0.02%	Increased
424	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.2M	+$9.42K	3	0.06%	Increased
425	WFM Wilmington Funds Management Wilmington, Delaware	$1.19M	-$711K	1	0.12%	Reduced